by the Storen Team | Jan 1, 2026 | Forms
These forms are intended to be used by our investment clients or those seeking an investment consultation. If you have any questions about anything at all, please give us a call. Click to access the pdf of these forms, download or complete in your browser. Investment...
by the Storen Team | Jan 1, 2026 | Forms
These forms and resources are intended to be used by our business clients or those seeking additional business services. If you have any questions about anything at all, please give us a call. New Business Client Onboarding Forms Services and Pricing 1099 Request Form...
by the Storen Team | Dec 31, 2025 | Blog Content Library
Quickly find the information you need in our blog library of helpful tools, tips, and resources. If you have questions about anything, please contact us. Click the title to access each blog. Financial Planning, Investments, & Personal Finance • Exciting...
by the Storen Team | Dec 17, 2025 | Meet the Team
Kaleb Renner Accounting Advisor Kaleb joined the Business Services team at Storen Financial in December 2025. He holds a Bachelor’s degree in finance from the IU Kelley School of Business and brings with him over two years of hands-on accounting experience from Meyer...
by the Storen Team | Dec 17, 2025 | Meet the Team
Lexy Lauer Accounting Advisor Lexy joined the Business Services team at Storen Financial in December 2025, after beginning her career in the accounting office of a car dealership. As a Business Accountant, she utilizes QuickBooks to assist clients with various...
by the Storen Team | Dec 16, 2025 | Newsletters
Have you read our December Newsletter? Our monthly newsletters are packed with educational resources for financial planning and retirement, business services, and tax preparation and planning. Stay up-to-date on hot topics and new regulations as well as upcoming...
by the Storen Team | Dec 9, 2025 | Financial Planning, Retirement, Team News
Investing in the Future of Storen Financial We’re excited to announce that Ronnie Jackson, Kiran Sharma, and Alex Kiritschenko are now equity partners in Storen Advisory Group. This new partnership underscores their dedication to the firm’s future and ensures...
by the Storen Team | Dec 7, 2025 | Resources, Taxes
Tax season is around the corner. Here’s what you need to know… We’ve packed this blog with all the resources you’ll need for tax season, including must-have tax season forms and links you’ll need to complete your return with us, tips on...
by the Storen Team | Dec 5, 2025 | Businesses, Education, Resources for Businesses, Team News
Showcasing our depth of knowledge and commitment to advancing financial planning strategies Storen Financial was selected this year to lead two impactful educational sessions at the prestigious Thomson Reuters November Synergy Conference in Orlando. This annual,...
by the Storen Team | Dec 3, 2025 | Resources, Taxes
Time to Take Advantage of All Available Tax Benefits As tax season nears, you might be considering the extension of your return. Most people don’t realize that extensions are free, easy to complete, and once finished, automatically filed. They can also be...
